Client Relationship Specialist
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Job Location:
Fort Worth, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
The Client Relationship Specialist I (CRS I) is an entry-level position that provides essential support to Planning Advisors Service Advisors and the Manager Delegate. This role involves various administrative tasks including client communication research paperwork collaboration with internal and external stakeholders and product research while ensuring compliance with regulations.
The CRS I is responsible for delivering accurate written communications and assisting clients in determining suitable courses of action. This role may collaborate with qualified advisors and report to the Manager National Branch.
What will the employee do in this role
- Communicate with clients through various channels.
- Assist with Option to Purchase Additional Insurance (OPAI) research.
- Prepare and follow up on paperwork.
- Collaborate with internal departments and external partners.
- Support the resolution of client issues while adhering to regulatory guidelines.
What you Bring:
- Strong client service orientation.
- High ethical standards and integrity.
- Ability to manage multiple tasks in a fast-paced environment.
- Effective customer service skills and conflict resolution abilities.
- Basic knowledge of investment products is a plus.
- Understanding of the financial industry and regulatory requirements is beneficial.
- Collaboration skills for cross-functional teamwork.
- Good interpersonal communication and time management skills.
- Problem-solving aptitude.
The Value you Provide:
- Assist in day-to-day branch operations.
- Support clients and advisors with trading strategies and financial transactions.
- Collaborate with Quality Management (QM) to address client concerns.
- Employ problem-solving techniques to assist clients in their best interest.
- Maintain client communication and assist with service matters.
- Resolve issues and respond to client inquiries.
- Prepare necessary documentation for clients.
Skills & Qualifications
Education
- High school diploma or equivalent required.
Work Experience
- 1 years of administrative assistant or related experience preferred.
- Industry-related call center or customer service experience preferred.
Certifications
- Life & Health Insurance License preferred but not required.
- Securities Industry Essentials (SIE) preferred but not required.
#LI-NC1 #LI-hybrid
Required Experience:
IC
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
With over 60 years of financial coaching experience and over 175 offices around the world, First Command's Financial Advisors are proud to serve America's military.
